Name: DonorPerfect Community Conference 2023
Start: 06/06/2023 01:00 PM +00:00
End: 07/06/2023 09:30 PM +00:00

Resource Center

DonorPerfect Support

DonorPerfect Sales

Constant Contact's Email &amp; Digital Marketing platform helps small businesses grow with effective marketing tools and guidance to attract the right audience and engage them to drive loyalty.
Email: The heart of our platform. SMS: Reach customers where they are likely to engage. Social: Grow your reach and your following with social. Automation: Always on. Even when you are not. Analytics: Know what's working and what's not. Events: Connect with members who support you the most.

Constant Contact

Since 2007, DonorSearch has provided nonprofit organizations with the information and support that they need for greater fundraising success. Trusted by more than 7,000 active users, DonorSearch is the go-to prospect research company for finding philanthropic information on leading philanthropists.
In 2021 DonorSearch emerged as the de facto leader of nonprofit premium machine learning solutions with the introduction of DonorSearch Ai. In 2022, DonorSearch also became the first to democratize AI/ML solutions to nonprofits of all sizes through their proprietary datasets and models. As of February 2022, all DonorSearch screening services include rankings that go beyond wealth, philanthropy, and connections. DonorSearch now delivers data-driven, science-based scores using client-provided information to measure prospect/donor engagement.
DonorSearch services and products are provided in the form of sophisticated visualization tools, data warehousing, CRM integrations, electronic screenings, detailed prospect profiles, acquisition services, and exceptional client support.

DonorSearch

We are Givecloud, a human-first tech company that is passionate about empowering nonprofits worldwide with innovative fundraising solutions. Our mission is to help World Changers focus on their mission, not their admin. With our platform, nonprofits can enhance the way people give and experience fundraising, leading to increased donations, advocacy, and loyalty.
Trusted by over 2000 organizations, we are committed to delivering first-in-class innovation, reliable technology, and exceptional customer support to help you achieve your fundraising goals and put the fun back in fundraising!
Our goal is to help you do your life's best work. Givecloud ensures that more and more nonprofits are freed up to make a difference in the world. Together, we can eradicate diseases, end human trafficking, control the climate, protect wildlife, and ensure fewer philanthropic resources are wasted. As the leader in fundraising solutions, we optimize the generation of loyal, generous, and easy-to-manage support for your mission. Our design-first experiences leave donors in total awe, resulting in an increase in average donation amounts, monthly donors, and donor coverage revenue.
Over the past ten years, thousands of organizations have trusted our technology and leadership in Design First Engagement to raise hundreds of millions of dollars. Will you be next? The proof is in the pudding: $500 million in fundraising, over 2 million delighted donors, 2000+ impact-driven nonprofits, and 72% fundraising growth.
Our mission is to untie the hands of World Changers like you. By building better relationships through intentional and trusted engagement, leveraging technology to streamline operations, and allowing you to focus more money on your mission, we will increase the impact of our world's charities and nonprofits. We serve people, and we are here to help people.

Givecloud

Bring your income and donation information into focus in the same view with DonorPerfect + QuickBooks Online Advanced. Your staff can access data when and where they need to, with a picture that spans the entire financial organization. That means you can prioritize time with donors&mdash;not time with spreadsheets and administrative tasks.&nbsp;
<ul>
<li>Make smarter decisions</li>
<li>Maximize resources</li>
<li>Scale as you grow</li>
</ul>

Intuit Quickbooks

Qgiv&rsquo;s powerful fundraising technology is designed to help you attract and retain donors, save time, and raise more. Manage everything you need to run a successful fundraising campaign from a single dashboard, including donation forms, event registration, peer-to-peer fundraising, text fundraising, and auctions. Qgiv&rsquo;s offers no-contract pricing, unlimited access to tools and support, and integrations with leading CRM and email tools. &nbsp; You&rsquo;re making a difference in the world. Let us help! Learn more at qgiv.com.&nbsp;

Qgiv

AdminPlus Student Information System A complete, cloud-based student information system that is easy to use with innovative features not found in other systems. Access student and staff data with our Mobile Apps for smartphones and iPad&reg;. AdmissionsPlus with Online Applications Bring admissions online! Create online forms for inquiries and applications, then track each applicant step by step through the admissions process. Web Gradebook and PlusPortals Manage grades, assignments, skills, and standards with our web gradebook. Evaluate student performance with real-time dashboards. Create an interactive connection between your school, students and families with ParentPlus and StudentPlus web portals. RediSite School Websites and Hosting Make your school stand out with a great-looking school website that&rsquo;s optimized to make browsing easy across different devices. Achieve and maintain a professional, ADA-compliant website that is affordable and easy for your staff to edit and update.

Rediker Software, Inc.

DPText is an SMS platform that enables non-profits to leverage the simplicity of text messaging to make their fundraising and communication easier and more successful.
- Integrated with DonorPerfect -&nbsp;Works with DP donation forms -&nbsp;Text-to-give (w/ giving meter) -&nbsp;Text-to-pledge (w/ giving meter) -&nbsp;Bulk messaging to groups -&nbsp;Built-in reporting -&nbsp;Custom keywords -&nbsp;Support &amp; training included

DP Text

iWave, the industry&rsquo;s top-rated fundraising intelligence solution, enables nonprofit organizations to fundraise with confidence. iWave&rsquo;s intuitive and easy-to-use solutions give access to the industry&rsquo;s highest quality wealth and philanthropic information so you can efficiently and effectively identify, cultivate, and retain donors to raise more gifts.

Mary Whitrow

Believe it or not, the culture that exists in your organization is one of the most critical factors in your fundraising success. Even with the best fundraising strategy out there, you'll struggle to be effective in a culture that doesn't value the role that fundraising and donor engagement play in your organization's mission. It's time for the nonprofit sector to rethink its approach to organizational culture. In this session, you'll learn how to create a space where voices are valued, how to establish a &ldquo;culture of philanthropy,&rdquo; and how to unpack who is included in your organization's culture.

Jeff Schreifels

Karen Kendrick

Mallory Erickson

Lori Skibjak

How to Rethink and Reimagine Nonprofit Culture

Whether or not your organization is well-versed in strategic planning, it&rsquo;s important to review your strategic framework each year to account for new developments in fundraising or your community. Dealing with uncertainty requires your plans to provide effective and measurable goals, tailored action plans, and accountability in the implementation process.&nbsp;
&nbsp;
 Sandra Allen, CEO and Founder of Almora Advisors, sees these plans as living, breathing, dynamic documents that are not meant to sit on a shelf. In this session, you&rsquo;ll learn how to refresh or create your strategic framework through dynamic planning. Through the Almora process, you will drive growth, follow opportunities, and learn insights to transform your organization. Join us for a lively presentation full of information and real-life scenarios!
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Sandra Allen

Getting Dynamic: How to Recalibrate Your Strategic Plan for 2024

Tired of putting time and effort into digital fundraising, only to see little engagement from donors? Struggling to keep up with digital fundraising&rsquo;s ever-changing landscape? Join Josh Bloomfield of Givecloud to learn three actionable steps to easily reboot your digital fundraising efforts and achieve 5x donor engagement. In this session, you&rsquo;ll learn the tools you need to overcome your fundraising hurdles and create more successful and engaging fundraising campaigns. Together, let&rsquo;s take your digital fundraising to the next level!

Keisha Simpson

Darryl Moser

Reboot Your Digital Fundraising: 3 Proven Trustraising Steps to 5x Engaged Donors

As the saying goes, you don&rsquo;t know what you don&rsquo;t know. Without access to a thorough analysis of their past performance, fundraisers are often left puzzled about the next steps needed to establish their future goals. In this session, expert trainer Amanda Tadrzynski will demonstrate how to use DonorPerfect to reflect on key performance indicators that will help you visualize your fundraising strategy more clearly and keep you on track to meet your goals.

Amanda Tadrzynski

How to Reflect on Past Performance to Meet Future Goals

Tired of the same old thank you messages that seem to fall flat? Ever dream of taking your stewardship beyond the &ldquo;thank you&rdquo;? Led by Sabrina Walker Hernandez, an experienced fundraising professional, this session will explore how to build a comprehensive stewardship program that goes beyond the traditional thank-you note. We'll cover the key components of a successful stewardship program, including regular communication, personalized engagement, and creative recognition.

Sabrina Walker Hernandez

Beyond the Thank You: How to Realign Your Stewardship Plan With Your Organization's Values

Find out how your organization can introduce compliance regulations for charitable receipting into your existing workflows using DonorPerfect. In this session, expert trainer Sarah Lalonde will demonstrate receipting best practices in DonorPerfect (compliant with the Canadian Revenue Agency) and explain how to reframe these tasks as an opportunity to better communicate with your donors.
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Sarah Lalonde

Laurence Morel

Best Practices for Receipting & Reconnecting With Donors

Fundraisers worry so much about how to generate major gifts that they may forget about those small donors in their database. Think about it: you have much more small donors than large ones, right? Monthly giving programs are especially effective in engaging smaller donors and can improve donor retention ten-fold. In this interactive session, you will develop a monthly donor road map using the tools you already have in place, learn how to prevent and reactivate lapsed monthly donors, and get steps to prepare an annual monthly donor plan.

Erica Waasdorp

Sean "Mac" McClellan

Renavigating the Road to Monthly Giving Success

Do you have an effective plan in place for nurturing and engaging your existing donors? Are you seeing the donor retention results to prove it? Your organization's success depends on more than just acquiring new donors; it's equally important to focus on stewarding your current supporters and fostering long-term relationships with them. You might be surprised to find how many available tools you already have in DonorPerfect that can automate and streamline your stewardship efforts to ensure consistent communication. In this session, expert trainer Sean Potero will provide innovative ways you can use DonorPerfect to build a stronger community by connecting with your existing donors.

Sean Potero

The Power of Stewardship in Rejuvenating Your Existing Donors

With small donors come big opportunities. Just because they haven&rsquo;t made a large gift to your organization yet, doesn&rsquo;t mean they are not willing to reinvest in your cause and become valuable long term supporters. You&rsquo;d be surprised how many of them would be willing to commit to a recurring gift at a fixed monthly amount. In this session, we'll dive into the re-engineering of your donation process to create a seamless and easy monthly giving experience. Expert trainer Janet Carroll will demonstrate how to use DonorPerfect to define your small donor segment and create a process that effectively stewards and inspires them to become more substantial contributors.

Janet Carroll

How to Re-engineer Your Donation Process: Turning Small Donors Into Monthly Givers

Traditional methods of connecting with your prospects have gotten us this far. But how can we do better and be more effective? What practices should we keep moving forward, and what practices should we add to our processes? In this session, attendees will walk away understanding the key markers of philanthropy and how Artificial Intelligence can assist with your organization&rsquo;s prospecting needs. AI models are now readily available to identify those who are most likely to make a gift based on similarities to other donors. Learn the differences between AI modeling and the more traditional predictive models.
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Sarah TeDesco

How to Remodel Your Prospect Marketing Strategy Using AI

With charity demand and inflation both on the rise in Canada, while donations steadily decrease internationally, the task of creating an engaging, yet budget-conscious nonprofit strategy continues to be a puzzling one for Canadian fundraisers. In this session, DonorPerfect Canada will be joined by CFRE Peggy Killeen, Development Consultant, to explore the advancement of strategic charitable giving as many organizations recover from the financial strains of the last few pandemic years.

Peggy Killeen

Recovery Through Innovation: The Canadian Trend Report

Click on the "Rooms" tab on the top toolbar and head over to the DP room and join Mallory Erickson and the DonorPerfect team as we share key takeaways from the 2023 Community Conference.

DonorPerfect Community Conference 2023

Agenda

Speakers.css-sg2r7d{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#7f7f7f;font-family:'Poppins',sans-serif;margin-left:0.8rem;}35 Speakers

Sean Potero

Arlene Lesse

Mallory Erickson

Dana Snyder

Nathan Chappell

Brian Crimmins

Matthew Montoya

Rhea Wong

Tycely Williams

Justin Cook

Mark Blumberg

Joan Garry